Independent thinking for complex markets and current events
Semiconductor ETF flows just hit a record. March: record OUTFLOWS. Panic selling. April 15th: record INFLOWS. Biggest in 7 years. The same investors who sold in panic are now buying back at higher prices. This is the most expensive pattern in investing. Sell the low. Buy the high. Repeat. And here is the contrarian warning. …
via WSB: everyone is talking about the iran war and trump’s tariffs, but i wanted to see which companies are actually panicking in their official sec filings. i spent my entire weekend digging through the “risk factors” section of the 2 most recent 10-Ks for 98 s&p 500 companies. i looked for 8 specific themes: …
$SPY MID DAY Only $5M in PUTS Threw in the Towel So Far. $57M Yesterday Loaded up…. No one believes anything yet. We ALL BEEN CAT-FISHED TOO MANY TIMES LOL https://t.co/SGOlYnJcjf pic.twitter.com/KiYjUjtZHJ — Jim (@JP_Money_95630) February 20, 2026 That $40MLN put order from yesterday is still open, in spite of being down roughly 40% from …
👇📌TLDR: For those short on time: * Life insurers hold more junk debt than 2007 subprime bonds * Private credit defaults hit 5.8% as fund values drop * Treasury basis trade leverage reached $1.4 trillion * Hedge fund leverage sits at the highest level ever recorded *… — Sagzee (@IAmSagzee) February 13, 2026 WARNING: SOMETHING …
U.S. President Donald Trump: "If Iran shots and violently kills peaceful protesters, which is their custom, the United States of America will come to their rescue. We are locked and loaded and ready to go." Contributed by @AZ_Intel_. pic.twitter.com/MeOHORic7l — Open Source Intel (@Osint613) January 2, 2026 Iran’s nearly week-long protests, sparked by economic despair …
by Michael Major powers all over the globe are getting their missiles ready. You would think that more people would be alarmed by this, but most of the population just continues to party like it’s 1999. The drumbeats of war are intensifying all around us, and yet just about everyone seems to believe that there is …
If this AI debt bubble ever pops, it won’t be just the Silicon Valley taking the first hit, it’ll be your pension and retirement funds. Why? Because the AI buildout has gotten so capital intensive that companies are relying heavily on debt rather than equity. Around $800 billion in private credit is needed for these …
🚨 JUST IN: President Trump just had the press "loaded into vans" at the White House for an "unexpected movement." Trump's going somewhere, and this is NOT on his schedule 👀 pic.twitter.com/OkgDiFsG3n — Nick Sortor (@nicksortor) August 22, 2025
April came with blood on the screen. Stocks sold off, yields surged, and the Fed kept its poker face. Retail panicked. But one group didn’t buy the dip: hedge funds. They saw the trap. Or at least they thought they did. They didn’t touch equities. Instead, they went after bonds with a vengeance. Hedge Funds …
The courtroom just tried to slam a door that was never really locked. A federal court ruled that President Trump lacked the power to impose certain tariffs without congressional approval. Headlines framed it as a roadblock. What they missed is that Trump’s path forward is already paved elsewhere. The appeal is just a speed bump. …
Dr. Burry is fully loaded with $NVDA puts. Has he figured out the company has been engaging in accounting fraud? I'm starting to believe this quarter is going to be NVidia's last hurrah. pic.twitter.com/XTpU1oAOgV — Kashyap Sriram (@kashyap286) May 16, 2025 $NVDA $1.7M spike in 1dte puts, huge $SPY $QQQ pic.twitter.com/SmwkcyDAqU — Traveller (@A_Najumi) May …
Micheal Burry just went all in on Estee Lauder $EL… Excuse me what??? 😅 pic.twitter.com/ZJgPp7PnQV — Just a Dude Who Invests (@DudeWhoInvests) May 15, 2025 BREAKING: Michael Burry has sold every stock in his portfolio except for a new position in Estee Lauder, $EL. pic.twitter.com/8aQnE3F8Fs — The Kobeissi Letter (@KobeissiLetter) May 15, 2025 Michael Burry …
🇺🇸 US savings rate 3.9% In Global Financial Crisis and Great Depression territory! Chart: @AugurInfinity pic.twitter.com/RehJc1YLSR — Alex Joosten (@joosteninvestor) May 4, 2025 Time it’d take them to run out of cash if they spent $1 million a day: Berkshire Hathaway: 951 years Apple: 364 years Alphabet: 261 years Amazon: 259 years Microsoft: 218 years …
Systematic macro funds sitting on cash Retail investors Fully loaded at the highs When the next shakeout comes and it’s coming guess who’s buying their bag at a discount pic.twitter.com/MlPNkecrnz — Miad (@ZFXtrading) April 26, 2025 https://twitter.com/rev_cap/status/1916193347380654356
Subsonic Antiship cruise missile developed by Ukraine. Ukraine reportedly uses triple-loaded Neptune missile to strike Russian ammunition depot in Tver region https://t.co/dJNnGxexdo — 🇺🇦🐱 https://mas.corq.co/@rogue_corq 🏳️🌈🇺🇦 (@rogue_corq) September 19, 2024 Analysts report that Ukraine launched a combined strike on ammunition depots in Toropets, deploying a modified Ukrainian “Neptune” missile featuring triple the usual explosive payload. …
Around 3 p.m. New Hampshire State Police dispatch received a report about a driver operating a vehicle erratically. The vehicle crashed into a Jersey barrier and ricocheted across three lanes of highway. The vehicle then hit another vehicle and crashed into the woods, Amber Lagace, the public information officer for state police, said. The vehicle …
TACOMA, Wash. — There is a large fire response near Tacoma Rail in the 2100 block of Marshall Avenue near the Port of Tacoma. Tacoma Police told us that a fire was reported in a train car with vehicles just after 8:30 p.m. At one point flames grew to 30 to 40 feet above the …
🚨#WATCH: As Semi-Truck Crashes Into Trailer Loaded with $100,000 Worth of Fireworks exploded causing a spectacular display 📌#Hope | #Canada ⁰Canada officials say a pickup truck with a trailer had pulled over on the side of the highway when it was struck from behind by a… pic.twitter.com/PMQLomLBlg — R A W S A L E …
Most chain restaurants rely on beef and chicken from concentrated animal feeding operations (CAFOs), where veterinary drugs are routinely used, and of 10 fast food meals sampled and tested, all but two tested positive for veterinary drugs Six of the 10 fast food samples (Taco Bell, Dunkin’, Wendy’s, Domino’s, Burger King and McDonald’s) contained a …
⚡️Erdogan said he had extensively discussed the grain deal with Putin, “it played a huge role in preventing a food crisis” pic.twitter.com/IiSRU0xOuz — War Monitor (@WarMonitors) September 4, 2023 Erdogan:Only 6% of ships loaded with grain were destined for African countries, so Russia has every right to be angry. pic.twitter.com/c3OgexD2N5 — Sprinter Press (@SprinterPress) September …
HUGE: Capitol Police Chief told Tucker that J6 crowd was loaded w/federal agents Fox fired Tucker before he could air the interview The Biden regime doesn’t want the country to know the truth about J6 It was a highly coordinated federal operation pic.twitter.com/RAuj9MUjgJ — DC_Draino (@DC_Draino) July 7, 2023 Tucker on J6: “These people thought …
If the Ukraine conflict has taught us anything in the past year, it’s that drone technology is quickly becoming the force multiplier of choice for offensive and defensive operations. Though, it’s also evident that drone tactics have yet to be refined, with a lot of trial and error left to be accomplished. So far, drones …
